Skip to content
Disclosery

BlueChip Wealth Advisors LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BlueChip Wealth Advisors LLC on SCHD, newest first. How the timeline and the estimate are built.

BlueChip Wealth Advisors LLC held 410,081 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 410,081 shares
    Change vs previous 13F +1,975 shares

    4.93% of the 13F portfolio, value $13,003,654.

    13F-HR 0002015578-26-000008 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 408,106 shares
    Change vs previous 13F +884 shares

    5.5% of the 13F portfolio, value $12,520,700.

    13F-HR 0002015578-26-000004 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 407,222 shares
    Change vs previous 13F +14,401 shares

    4.69% of the 13F portfolio, value $11,170,100.

    13F-HR 0002015578-26-000002 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 392,821 shares
    Change vs previous 13F +13,017 shares

    4.58% of the 13F portfolio, value $10,724,014.

    13F-HR 0002015578-25-000005 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 379,804 shares
    Change vs previous 13F +2,417 shares

    4.48% of the 13F portfolio, value $10,064,824.

    13F-HR 0001085146-25-004332 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 377,387 shares
    Change vs previous 13F -1,877 shares

    5.18% of the 13F portfolio, value $10,551,804.

    13F-HR 0001085146-25-002624 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 379,264 shares
    Change vs previous 13F +259,316 shares

    5.75% of the 13F portfolio, value $10,361,556.

    13F-HR 0001085146-25-001054 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 119,948 shares
    Change vs previous 13F not available

    5.31% of the 13F portfolio, value $10,139,179.

    13F-HR 0001085146-24-005754 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).